Halpern Financial’s Zoom ZM Stock Holding History

Halpern Financial’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1	Closed	-$68	–	203
2022 Q4	$68	Buy	+1	New	+$76	﹤0.01%	193
2021 Q4	–	Sell	-6	Closed	-$1.57K	–	301
2021 Q3	$1.57K	Hold	6	–	–	﹤0.01%	239
2021 Q2	$2.32K	Sell	6 -7	-54%	-$2.33K	﹤0.01%	212
2021 Q1	$4.18K	Buy	13 +7	+117%	+$2.58K	﹤0.01%	191
2020 Q4	$2.02K	Hold	6	–	–	﹤0.01%	178
2020 Q3	$2.82K	Buy	+6	New	+$1.92K	﹤0.01%	173

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Halpern Financial's ZM Position: Q1 2023 in Review

Halpern Financial sold out of Zoom (ZM) in Q1 2023, closing a stake of 1 share — an estimated $68 sold.

Halpern Financial first reported a position in ZM in Q3 2020 and held it in 6 quarters. The position peaked at $4.18K in Q1 2021. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

Halpern Financial reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
Halpern Financial sold 1 Zoom share in Q1 2023, an estimated $68.
Halpern Financial first reported a position in Zoom in Q3 2020 and held it in 6 quarters.
Halpern Financial's Zoom position peaked at $4.18K in Q1 2021.
658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Halpern Financial's 13F filing for Q1 2023, filed 21 Sep 2023.